Financial Services Manager
4 weeks ago
Deutsche Bank Securities Inc. is seeking a highly skilled Vice President to oversee and manage deal execution processes, coordinate cross-functional teams to execute transactions efficiently, and review and approve transaction-related documents.
Key Responsibilities:
- Manage deal execution processes to ensure timely and efficient transaction completion
- Coordinate with cross-functional teams to execute transactions, including pitching materials, offering memoranda, and due diligence reports
- Review and approve transaction-related documents, including financial models and valuation analysis
- Develop and maintain relationships with clients and stakeholders to identify business opportunities and provide strategic advice
- Collaborate with internal teams to develop and implement business strategies and solutions
Requirements:
- Bachelor's degree in Mathematics, Business Administration, or related field
- 5+ years of experience in financial services, with a focus on Mergers and Acquisitions and capital raising transactions
- Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and stakeholders
- Proficiency in financial modeling tools, including Autobahn, Bloomberg, Capital IQ, Citrix, Eikon, and FactSet
Salary Range: $275,000 - $285,000/year
Deutsche Bank is an Equal Opportunity Employer and welcomes applications from all qualified candidates. We strive to create a diverse and inclusive work environment that values and respects the contributions of all employees.
-
Financial Manager
4 weeks ago
San Francisco, California, United States Creative Financial Staffing Full time**Financial Leadership Role**We are seeking a highly skilled Financial Manager to join our team at Creative Financial Staffing. As a key member of our finance department, you will be responsible for the financial management of our organization.Under the supervision of the Senior Director of Finance and Planning, you will oversee the financial management of...
-
Financial Services Manager
4 weeks ago
San Diego, California, United States Independent Financial Group Full timeJob OverviewIndependent Financial Group, LLC (IFG) is a leading independent broker-dealer seeking a highly skilled Financial Services Manager to join their team. As a key member of the organization, this individual will be responsible for reviewing new accounts, account updates, and supporting documentation to ensure compliance and accuracy.The ideal...
-
Client Service Manager Nonqualified
3 weeks ago
San Francisco, California, United States Voya Financial Full timeJob SummaryVoya Financial is seeking a highly skilled Client Service Manager Nonqualified to join our team. As a key member of our Executive Benefit Services department, you will be responsible for providing exceptional service to our clients and ensuring the highest level of client satisfaction. This role requires a strong understanding of executive...
-
Financial Services Representative
3 weeks ago
San Bernardino, California, United States OneMain Financial Full timeJob Summary:As a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business, allowing you to grow your career and deliver results related to individual and branch sales goals as...
-
Financial Services Professional
4 weeks ago
San Diego, California, United States ATX Financial Group Full timeJob OverviewATX Financial Group is seeking a skilled Financial Services Professional to join our team. In this role, you will work with clients to develop tailored financial plans, offering guidance on investments, retirement planning, and wealth management.Key Responsibilities:Consult with clients to assess their financial needs and goals.Develop and...
-
Client Accounting Services Manager
4 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeClient Accounting and Advisory LeadDue to growth and open to remote work, we are seeking a highly skilled Client Accounting and Advisory Lead to join our team at Creative Financial Staffing.Responsibilities:Monthly Closing:Account reconciliation and analysisBank reconciliation and statement preparationBudget and actual variance analysisBalance Sheet account...
-
Financial Operations Manager
4 weeks ago
San Francisco, California, United States Option 1 Staffing Services, Inc. Full timeOption 1 Staffing Services, Inc. is seeking a highly skilled Financial Operations Manager to join their team. In this vital role, you will analyze business operations and identify areas for improvement by monitoring trends and compiling key performance indicators.Candidates must have Hospital experience to be considered for this role.Responsibilities:Assist...
-
Financial Services Relationship Manager
3 weeks ago
San Francisco, California, United States Northern Trust Corporation Full timeAbout Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Our commitment to service, expertise, and integrity has enabled us to build a global...
-
Financial Services Representative
3 weeks ago
San Clemente, California, United States BMO Financial Group Full timeJob SummaryBMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this part-time role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet...
-
Principal Product Manager
3 weeks ago
San Francisco, California, United States DocuSign Full timeJob DescriptionAs a Principal Product Manager for Financial Services at DocuSign, you will be responsible for defining the multi-year strategy and leading the efforts to build the roadmap, vision, and priorities for supporting DocuSign customers within the Financial Services industry.You will work closely with key stakeholders to deeply understand Financial...
-
Financial Services Representative
3 weeks ago
San Jose, California, United States OneMain Financial Full timeEmpowering customers with responsible access to credit is at the heart of OneMain Financial's mission. As a Financial Services Representative - Loan Specialist, you will play a vital role in delivering personalized financial solutions to customers who need it most.Based in [location], this role is perfect for individuals who thrive in a fast-paced...
-
Financial Services Professional
1 month ago
San Ramon, California, United States Summit Financial Group, LLC Full timeAbout UsSummit Financial Group is a high-touch, wealth management firm with a strong focus on community and collaboration. With over 20 years of experience and $3 billion in management, we pride ourselves on being a supportive network of like-minded professionals.Why Choose Us?Experience and ExpertiseWe offer a unique blend of experience and expertise,...
-
Client Service Associate
1 month ago
San Francisco, California, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative support and ensuring the smooth operation of our client accounts.Key...
-
Financial Manager
3 weeks ago
San Francisco, California, United States City and County of San Francisco Full timeThe City and County of San Francisco is seeking a highly skilled Financial Manager to oversee the financial activities of the Finance Division. This position will report to the Finance Manager and supervise a small team of direct-reports, ensuring the smooth and efficient financial operations of the department.Key Responsibilities:Develop, issue, and update...
-
Senior Financial Operations Manager
3 weeks ago
San Francisco, California, United States Option 1 Staffing Services, Inc. Full timeFinancial Operations DirectorJob SummaryOption 1 Staffing Services, Inc. is seeking a highly skilled Financial Operations Director to join our team. In this vital position, you will be responsible for analyzing business operations and identifying areas for improvement by monitoring trends and compiling key performance indicators.Key ResponsibilitiesAssist in...
-
Financial Services Professional
1 month ago
San Francisco, California, United States National Life Group Full timeCompany OverviewNational Life Group is a leading provider of financial services, dedicated to empowering individuals and families to achieve their financial goals. As a Financial Advisor, you will play a critical role in guiding clients towards financial security and success.Job DescriptionAs a Financial Advisor, you will build and manage relationships with...
-
Financial Services Professional
3 weeks ago
San Francisco, California, United States Atria Wealth Solutions Full timeFinancial Advisor RoleCUSO Financial Services, LP (CFS), in its partnership with a leading financial institution, is seeking a Financial Advisor to provide investment and retirement planning services for its members in a specific geographic area.The ideal candidate will have a strong understanding of financial markets and a passion for helping individuals...
-
Audit Manager
3 weeks ago
San Francisco, California, United States Crowe Full timeCrowe is seeking a highly skilled Audit Manager to lead our Financial Services team. As an Audit Manager, you will be responsible for managing multiple teams and providing performance feedback to all members of those teams. You will also be responsible for continuing to learn the latest developments and the firm's standards and policies.The ideal candidate...
-
Audit Manager
3 weeks ago
San Francisco, California, United States Crowe Full timeYour Journey at Crowe: A Path to ExcellenceCrowe is a leading public accounting, consulting, and technology firm that offers a unique opportunity for professionals to build a meaningful and rewarding career. With a strong focus on innovation and client satisfaction, we provide a dynamic work environment that fosters growth, collaboration, and...
-
Financial Services Professional
4 weeks ago
San Francisco, California, United States National Life Group Full timeCompany Overview: At National Life Group, we empower individuals and families to achieve their financial goals. As a Financial Advisor, you will play a key role in guiding clients toward financial security and success. Our team is dedicated to providing exceptional service and support to help you grow your career.Job Description:As a Financial Advisor, you...